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Financial Synergies Wealth Advisors’s Alibaba BABA Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$177 – 513
2023
Q4 		$177 Buy
+2
New +$159 ﹤0.01% 443
2023
Q1 		– Sell
-2
Closed -$177 – 499
2022
Q4 		$177 Hold
2
– – ﹤0.01% 443
2022
Q3 		$160 Hold
2
– – ﹤0.01% 454
2022
Q2 		$228 Buy
+2
New +$196 ﹤0.01% 463

Other funds holding BABA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's BABA Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Alibaba (BABA) in Q1 2024, closing a stake of 2 shares — an estimated $177 sold.

Financial Synergies Wealth Advisors first reported a position in BABA in Q2 2022 and held it in 4 quarters. The position peaked at $228 in Q2 2022. 1,124 funds tracked by Wall St. Rank hold BABA as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Alibaba position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2 Alibaba shares in Q1 2024, an estimated $177.
  • Financial Synergies Wealth Advisors first reported a position in Alibaba in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Alibaba position peaked at $228 in Q2 2022.
  • 1,124 funds tracked by Wall St. Rank held Alibaba as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.